光大证券：互联网传媒行业2025年情绪消费与内容复兴展望

财中社01-09 10:24

财中社1月9日电光大证券发布互联网传媒行业2025年投资策略。在国民经济正逐步走出低谷、迈进结构性复苏的重要背景下，随着消费观念与行为的变化，居民在支出方面更加侧重于情绪消费，虚拟经济增长有望快于实物经济，为互联网传媒板块提供广阔的市场空间和发展机遇。同时，在内需市场的竞争格局中，平台企业处于相对有利的位势，维持互联网传媒行业“买入”评级，看好以下几个板块：互联网方面，流量放缓下本地生活潜力大，...

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